+2,006.3%
LLY vs D
+42.1%
+1,964.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.4% |
| 7D | +0.1% | +0.8% | -0.7% | -0.2% |
| 30D | +19.7% | +10.7% | +9.0% | +15.9% |
| 3M | +19.3% | +2.3% | +17.0% | +18.3% |
| 6M | +49.3% | +12.5% | +36.8% | +43.1% |
| YTD | +32.0% | +20.1% | +11.9% | +23.6% |
| 1Y | +53.7% | +15.6% | +38.2% | +45.6% |
| 3Y | +143.7% | +75.2% | +68.6% | +94.4% |
| 5Y | +463.9% | +14.6% | +449.3% | +429.9% |
| 10Y | +2,006.3% | +43.8% | +1,962.6% | +1,708.7% |
| All | +2,006.3% | +42.1% | +1,964.2% | +1,708.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded D wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling